Summary
Overview
Work History
Education
Skills
Languages
Timeline
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Manisha Kataria

Newark,DE

Summary

Dynamic and results-oriented professional with extensive experience at Bank of America and HDFC Bank, specializing in financial management and operational efficiency. Excelled in customer relations and analytical thinking, achieving significant improvements in client satisfaction and operational performance. Expert in documentation management and advanced communication, consistently driving growth and compliance.

Overview

10
10
years of professional experience

Work History

Credit Assistance Specialist

Bank of America
11.2023 - Current

As a Credit Assistance Specialist at Bank of America, I provided personalized support to customers in managing their credit and financial challenges. I assessed credit profiles, reviewed financial information, and worked with clients to develop solutions such as debt restructuring, payment plans, and loan modifications. I collaborated with customers to improve credit scores and ensure compliance with bank policies, all while delivering exceptional customer service and maintaining strong relationships.

Financial Controller- Intern

Concord Specialty Pharmacy
05.2023 - 08.2023

As a Finance Controller at the pharmacy, I managed financial operations, including budgeting, forecasting, and financial reporting. I oversaw the preparation of accurate financial statements, ensuring compliance with industry regulations and internal policies. I collaborated with department heads to analyze financial performance, identify cost-saving opportunities, and improve profitability. Additionally, I provided strategic insights to support decision-making and maintained effective cash flow management for the pharmacy’s operations.

Operations Manager

Krishna Overseas Inc
05.2021 - 12.2021

As an Operations Manager in the organization, I oversaw the day-to-day operations, ensuring efficient and timely delivery of products to international markets. I managed inventory, coordinated logistics, and optimized supply chain processes to minimize costs and enhance operational performance. I worked closely with cross-functional teams to streamline workflows, improve customer satisfaction, and maintain compliance with export regulations. Additionally, I monitored key performance indicators (KPIs) to identify areas for improvement and implemented strategies to drive growth and operational excellence.

Operations Manager

Viztrack Immigration Services
12.2019 - 04.2021

I managed workflows, coordinated with legal teams, and ensured compliance with immigration laws and regulations. I implemented process improvements to streamline operations, enhance client satisfaction, and reduce turnaround times. Additionally, I monitored performance metrics, managed staff, and provided strategic support to drive operational efficiency and business growth.

Assistant Manager

HDFC Bank
01.2015 - 05.2019

As an Assistant Manager at HDFC Bank, I supported branch operations by overseeing daily activities, managing customer relationships, and ensuring smooth service delivery. I assisted in supervising staff, handled customer inquiries, and provided guidance on banking products and services. Additionally, I played a key role in achieving branch sales targets, ensuring compliance with banking regulations, and maintaining accurate records. I contributed to process improvements and worked to enhance customer satisfaction and branch efficiency.

Education

Master Of Science - Financial Analytics

Golden Gate University
San Francisco, CA
08.2023

Bachelor Of Business Administration - Business Management

Dronacharya Government College
Gurgaon , India
12.2013

Skills

  • Customer relations
  • Expert problem solving
  • Analytical thinking
  • Documentation management
  • Advanced communication

Languages

English
Full Professional
Hindi
Native or Bilingual

Timeline

Credit Assistance Specialist

Bank of America
11.2023 - Current

Financial Controller- Intern

Concord Specialty Pharmacy
05.2023 - 08.2023

Operations Manager

Krishna Overseas Inc
05.2021 - 12.2021

Operations Manager

Viztrack Immigration Services
12.2019 - 04.2021

Assistant Manager

HDFC Bank
01.2015 - 05.2019

Master Of Science - Financial Analytics

Golden Gate University

Bachelor Of Business Administration - Business Management

Dronacharya Government College
Manisha Kataria